The minds behind the capital

How the world’s
leading investors
think.

David Weisburd in conversation with the investors shaping capital. On conviction, judgment, and the decisions that compound over a lifetime.

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Explore the conversations ↓
New conversations every week.
HOW I INVEST CONVERSATIONSCliff Asness, Founder and Chief Investment Officer of AQR Capital Management
Cliff AsnessFounder & CIO · AQR Capital Management
David Friedberg, entrepreneur and investor
David FriedbergEntrepreneur & Investor
Marcie Frost, CEO of CalPERS
Marcie FrostCEO · CalPERS
Scott Chan, CIO of CalSTRS
Scott ChanCIO · CalSTRS
An open exchange of ideasThe thinking
behind the thesis.
$10 Trillion

Managed by the firms represented by the guests of the show.

454

Episodes exploring how capital is invested.

17M+

All-time audio downloads.

Conversations with leaders from
CalPERS$637.1BPublic Employees’ Retirement Fund assets
Goldman Sachs Asset Management$4.1TGoldman Sachs AWM · Assets under supervision
NEPC$1.9TAssets under advisement
Wellington Management$1.3TFirmwide client assets managed
01 / Latest conversations

Go beyond the headline.

The decisions. The frameworks. The experiences that changed an investor’s mind. This is where the conversation goes deeper.

Different strategies. Shared intellectual curiosity.Browse the episode archive ↗
02 / About the show

Capital is the subject.
Judgment is the story.

Behind every investment is a way of seeing the world. How I Invest explores where that perspective comes from—and how it holds up when it matters.

Explore the archive ↗
01

The decision beneath the outcome.

What made an investment worth making? What changed the thesis? We explore the reasoning behind decisions, with room for uncertainty and hindsight.

02

A longer horizon.

From portfolio construction to building an enduring firm, these conversations examine the frameworks that survive beyond a single market cycle.

03

Different disciplines. Better questions.

Pension funds, endowments, venture capital, private equity, and public markets. Different approaches to the same challenge: allocating capital well.

03 / The people behind the ideas

A conversation across
the investment world.

Investors and allocators with different mandates, different histories, and distinctive ways of thinking. Selected voices from the show.

Selected conversations. Titles reflect the time of recording. Asset figures refer to the institution or named platform, not assets personally managed by the guest. AUM, assets under advisement, and committed capital are labeled separately. Dates and definitions vary; figures are not additive. Select an asset figure to view its source. Appearances do not imply an endorsement.

David Weisburd, host of How I Invest
Meet your host

Curiosity is
the common ground.

David Weisburd is an investor, co-founder of Weisburd Pierce, and host of How I Invest. He sits down with leading investors to understand how they see the world—and how that shapes the decisions they make.

Each conversation adds another perspective to a larger question: what does it take to invest well?

DAVID WEISBURD
Investor. Host. Lifelong student of investing.

Connect with David ↗
Across the conversations
Conviction & riskCapital allocationBuilding enduring firmsMarkets & technology
Keep thinking

A new perspective.
Every conversation.

Follow How I Invest for in-depth conversations on the ideas shaping investing. Watch on YouTube or listen wherever you get your podcasts.

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